Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Bill Cotter who wrote (35974)	1/24/2002 3:06:30 AM
From: Johnny Canuck	Respond to of 71165

Thanks Bill, I will try to look into the technology a little more when I get free time. From a quick glance at the article, there is no mention of the technology having the same density as GaAs. The reason for GaAs in the first place is that it was one of the few technologies to support the high frequencies, but from a comsumer acceptance point of view, most consumers will not accept a large handset for a lower cost. Similarly, in wireless base stations space is at a premium. New technologies typical take longer to transition out of the lab than most people think, so near term this should have less of an impact than feared. >>Unfortunately I got 'married' to this stock. On a cost >>basis it represents 23.7%, and on a current valuation >>basis, 13.9% of my portfolio. It not a good idea to ignore diversifying your portfolio. It is alright to allow a stock to get to that percentage of your overall portfolio if it based on appreciation in the price, but at some point you have to stop buying the dips. Have you considered selling covered calls to get you cost base down. As I pointed out before, KOPN real ramp is still down the road. You might sell calls on a portion of your position on the rallies. My best guess is the recovery will take longer than most people expected. The record debt levels of consumers will weigh on the market for quite a while. The decrease interest rates will cause strutural problems to the economy as people get squeezed when interest rates rise. As I pointed out before, a sustained recovery will not occur till the amount of consumer debt is reduced.